Ann Miletti

What Ann Miletti has said on podcasts

3 statements

1. on Earnings and free cash flowNegativeAug 21, 2026· Bloomberg Surveillance

   A breakdown between earnings and free cash flow is concerning.

   “when you start to see the breakdown of the correlation between earnings and free cash flow, it starts to get a little concerning.”

   Listen at 40:08

   Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
2. on AI spending returnsMixedAug 21, 2026· Bloomberg Surveillance

   AI investment returns’ durability remains uncertain.

   “it's the durability of the returns that really are important. And it's too early to really know.”

   Listen at 41:02

   Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause
3. on AI profitability spilloversPositiveAug 21, 2026· Bloomberg Surveillance

   AI profitability may spread to less AI-intensive industries.

   “what we're going to see and maybe hope what we're going to see is profitability flow down to many other industries and companies who aren't spending that much money to get involved in this space.”

   Listen at 41:08

   Open the episode · Week of Whiplash in Treasuries Is Closing With Traders on Pause

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.